luckpanda

Quote template

A quote is a price the client can accept as it stands. This template sets out the work, the price and how long the offer holds, with totals and tax worked out as you type.

Free to createNo account needed

Quote template · example

FromMeridian Signs & Print
ToWestfield Running Club
CurrencyUSD
DescriptionQtyPriceAmount
Printed race banners, 3 x 1 m, PVC with eyelets6$85.00$510.00
Finisher medals, 60 mm, custom enamel with ribbon400$3.10$1,240.00
Artwork and proof, one revision included1$150.00$150.00
Total$1,900.00

Keep this document

Enter your email and we'll send a sign-in link. Your draft is saved to your account when you open it.

How to use the quote template

  1. Add your business and the prospective client.
  2. Break the job into priced lines the client can compare.
  3. Set the validity date and list what is excluded.
  4. Save it; sign in to number it and send it.

What a good quote includes

  • Your business details and the client's
  • A quote number and date
  • The scope, line by line
  • Exclusions and assumptions, such as "price assumes clear site access"
  • Prices, tax and the total
  • Validity date
  • Payment terms if accepted, including any deposit
  • How to accept: signature, email reply or purchase order

From quote to invoice

When the client accepts, invoice the same lines at the same prices, so the price billed is the price agreed. If the scope changes, issue a revised quote or a change order rather than editing the accepted one; both sides then keep a record of what changed and why.

Questions

Is a quote legally binding?

Once the client accepts it, a quote generally forms a contract at that price for the work described. That is why it should state exclusions and how long it is valid.

Quote, quotation or estimate: what is the difference?

Quote and quotation mean the same thing: a fixed price. An estimate is an informed guess that may change. Call the document what you mean.

How long should a quote be valid?

Thirty days is usual. Use 7 to 14 days when your material prices move quickly.

Can I add tax to a quote?

Yes. Show tax per line so the client sees the full amount they will be invoiced.

More free tools

Keep everything you make

Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.

Make an invoiceSee pricing